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Business Consulting

We know that running your successful business takes time.  Benefit plans and long-term strategies often become secondary priorities.

Our business advisory services provide guidance and solutions for retirement plans, risk management, employee benefits, business strategies, and succession planning. The fee-based review process helps ensure you are getting the best values from your benefits, while our strategic planning may help with your long-term strategies. 

Business Services

  • Fee-based Benefits Review
  • Qualified & Non-Qualified Retirement Plans
  • Risk Management
  • Executive Benefits
  • Business Continuity Strategies
  • Implementation and Oversight

Services Offered

• Employee Benefit Plan Review-  We evaluate the current benefit plans you offer employees, helping to ensure these are comprehensive and you, and your employees, are getting the most value for the costs.   

• Business Succession Planning- The business succession planning process includes an analysis of the current state of the business and the client’s goals, as a business owner, for the future of business. Once the current state of the client’s business and their goals for the future of the business have been determined, alternatives and  strategies addressing the continuity or disposition of the client’s business upon their retirement, death, disability, or decision to sell are provided. Tax consequences and their implications are also identified and evaluated.

• Executive Compensation Planning- The focus of executive compensation planning is the analysis and recommendation of various compensation strategies to attract, retain and reward key employees in the business. This planning may also include the business owner. Objectives of the business owner and the financial and legal structure of the business will be reviewed and taken into consideration in the analysis and recommendations. Tax consequences and tax implications are identified and evaluated. In all matters, planning services are analytical and advisory only, and do not include any legal, accounting or other professional services.

• Nonqualified Deferred Compensation Planning- Services are offered to clients with regard to nonqualified benefits planning for employees. Such plans will reflect their current situation and an analysis of alternative ways to accomplish their compensation objectives. With respect to a nonqualified deferred compensation program, the analysis contains alternative methods to informally "fund" the program, including an overview of the accounting treatment of such alternative methods within the program and a recommendation as to the appropriate method of "funding" for that employee.

• Our firm may perform certain administrative services for a nominal fee.  These are custom solutions to help you stay focused on your business.